Shulman DeMeo Asset Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SD Shulman DeMeo Asset Management LLC | Institutional Filer | ▲ 6.79% | $470.9M | 140 |
Current Portfolio Holdings
Showing all 140 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 375K | $243.7M | 51.75% |
| 2 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 60K | $27.8M | 5.91% |
| 3 | QQQ | Invesco QQQ Trust | — | 43K | $24.6M | 5.22% |
| 4 | AAPL | Apple Inc. | Technology | 62K | $15.9M | 3.37% |
| 5 | EFA | ISHARES TR | — | 145K | $14.1M | 2.99% |
| 6 | IVV | ISHARES TR | — | 19K | $12.7M | 2.69% |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 18K | $11.1M | 2.35% |
| 8 | IJR | ISHARES TR | — | 87K | $10.8M | 2.29% |
| 9 | SDY | SPDR SERIES TRUST | — | 43K | $6.3M | 1.33% |
| 10 | XLK | Technology Select Sector SPDR Fund | — | 35K | $4.7M | 0.99% |
| 11 | HDV | ISHARES TR | — | 34K | $4.6M | 0.98% |
| 12 | DVY | ISHARES TR | — | 30K | $4.5M | 0.96% |
| 13 | PFF | ISHARES TR | — | 111K | $3.4M | 0.71% |
| 14 | PSK | SPDR SERIES TRUST | — | 106K | $3.3M | 0.69% |
| 15 | META | Meta Platforms, Inc. | Technology | 5K | $2.9M | 0.61% |
Showing 1 to 15 of 140 holdings